2023 Form 5500 filing — The Gores Group, LLC - 401k Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241008103349NAL0016456529001) for The Gores Group, LLC - 401k Plan, reported by The Gores Group, LLC under EIN 33-1066785 and plan number 001. It reports 8,570 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008103349NAL0016456529001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- The Gores Group, LLC
- EIN
- 33-1066785
- Plan number
- 001
- Location
- Boulder, CO
- Participants
- 8,570
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $362,063,225
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $362,063,225
- Employer contributions
- $1,885,164
- Participant contributions
- $6,717,476
- Total income / additions
- $71,704,082
- Benefits paid
- $51,981,315
- Administrative expenses
- $296,211
- Total expenses
- $52,454,508
- Net increase / (decrease)
- $19,249,574
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley | INVESTMENT ADVISOR | $191,612 | not reported in the loaded dataset |
| Holthouse Carlin & Van Trigt Llp | AUDITOR | $63,070 | not reported in the loaded dataset |
| Littler Mendelson, P.C. | ATTORNEY | $35,162 | not reported in the loaded dataset |
| Qdro Consultants Co LLC | OTHER | $300 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | BROKERAGE SERVICES | $27 | $0 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $0 | $0 |